VIA
EFOR

Virtus Investment Advisers’s Everforth Inc EFOR Stock Holding History

Virtus Investment Advisers’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,176
Closed -$841K – 263
2023
Q1 		$841K Buy
10,176
+395
+4% +$34.3K 0.59% 44
2022
Q4 		$797K Sell
9,781
-5,222
-35% -$458K 0.53% 49
2022
Q3 		$1.36M Buy
+15,003
New +$1.45M 0.62% 18

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Virtus Investment Advisers's EFOR Position: Q2 2023 in Review

Virtus Investment Advisers sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 10,176 shares — an estimated $841K sold.

Virtus Investment Advisers first reported a position in EFOR in Q3 2022 and held it in 3 quarters. The position peaked at $1.36M in Q3 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Virtus Investment Advisers reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 10,176 Everforth Inc shares in Q2 2023, an estimated $841K.
  • Virtus Investment Advisers first reported a position in Everforth Inc in Q3 2022 and held it in 3 quarters.
  • Virtus Investment Advisers's Everforth Inc position peaked at $1.36M in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Virtus Investment Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.